智通财经APP获悉,民生证券发布研报称,近日,根据智东西报道,英伟达与OpenAI宣布双方达成一项战略合作伙伴关系,OpenAI将部署至少10GW的英伟达系统。最新的10GW数据中心建设项目投资规模大约为5000-6000亿美元—与此前公布的星际之门Stargate(投资约5000亿美元)项目规模基本一致,而英伟达在其中能收获大约3500亿美元收入。当前AI基建海外关注点已从云厂商开支侧向AIDC...
Source Link智通财经APP获悉,民生证券发布研报称,近日,根据智东西报道,英伟达与OpenAI宣布双方达成一项战略合作伙伴关系,OpenAI将部署至少10GW的英伟达系统。最新的10GW数据中心建设项目投资规模大约为5000-6000亿美元—与此前公布的星际之门Stargate(投资约5000亿美元)项目规模基本一致,而英伟达在其中能收获大约3500亿美元收入。当前AI基建海外关注点已从云厂商开支侧向AIDC...
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